Underwriting Operations Associate

Reliance Matrix is a company focused on employee benefits, seeking an Underwriting Operations Associate I to provide underwriting and sales support. This role involves assisting with rating, quoting, renewals, and policy administration while ensuring compliance with processes and regulatory requirements. Responsibilities - Developing and delivering timely and accurate new business financial quotes and related proposal documentation - Supporting both Sales and Underwriting functions for inforce policy related communication, and renewal preparation - Responsible for tracking and reporting on all activity for the renewal block assigned, ensuring renewal packages and notifications are delivered within state regulatory requirements and RSL's established guidelines - Perform assigned tasks related to all aspects of pre-sale and new business rating/quoting - Rate and propose all assigned “request for proposals” (RFP’s) to include but not limited to life, disability, voluntary products, dental and vision RFP’s - Utilize Teams, Outlook, Word and Excel - Process “Decline to Quotes” (DTQ’s) and “Clear to Quotes” (CTQ’s) requests - Make corrections/revisions (rerate) as required - Desk manage to meet all RFP turnaround times - Meet set productivity and accuracy goals - Update Quote tracking system (Salesforce) with all required RFP information - Provide back-up coverage for other team members - Assist with rating, proposing for other regions as needed - Attend all scheduled, required training courses - Work with mentor, supervisor, and manager to gain independence in job responsibilities - Ensures that workflows, procedures, and best practices are followed to improve accuracy and efficiency, meeting departmental expectations - Coordinates the Renewal Administration Process from start to finish for assigned RSOs, with emphasis on both timeliness and accuracy - Reviews and approves Rate Increase Compensation requests - Handles correspondence with agents, field offices, brokers and policyholders - Any other job-related duty as deemed appropriate by management Skills - High School diploma or equivalent required - Strong basic mathematical skills are required - Strong written and oral communication skills required - Professional business demeanor and the ability to work in a fast-paced, entrepreneurial capacity with minimal supervision are required - Superior organization and project management skills are required - Expertise in managing and creating Excel Spreadsheets - Proficient computer skills required, including Word, Excel, Windows, Outlook and Teams - Ability to develop proficiency regarding required RSL products, systems and processes related to the effective delivery of new business proposals - A deadline/results orientation and extraordinary attention to detail - Basic customer service experience - Associates and/or Bachelor's Degree highly preferred - One year employee benefits (or related) experience preferred - Must be able to pass Excel testing Benefits - An annual performance bonus for all team members - Generous 401(k) company match that is immediately vested - A choice of three medical plans (that include prescription drug coverage) to suit your unique needs. - For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account - Multiple options for dental and vision coverage - Company provided Life & Disability Insurance to ensure financial protection when you need it most - Family friendly benefits including Paid Parental Leave & Adoption Assistance - Hybrid work arrangements for eligible roles - Tuition Reimbursement and Continuing Professional Education - Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays. - As you grow with us, your PTO may increase based on your level within the company and years of service. - Volunteer days, community partnerships, and Employee Assistance Program - Ability to connect with colleagues around the country through our Employee Resource Group program Company Overview - Reliance Matrix provides financial protection, absence management, and supplemental health benefits solutions. It was founded in 1907, and is headquartered in Philadelphia, Pennsylvania, USA, with a workforce of 1001-5000 employees. Its website is https://reliancematrix.com.